Schedule, booking and meetings
Plan your team's week, let customers book a time, and hold video meetings.
22 articles
- How do I schedule a visit?On the Schedule, click Schedule, pick the customer and the job, check the time and who goes, then click Schedule.
- How do I move a visit or change its length?On the Schedule, drag the visit to a new time. Drag its bottom edge to make it longer or shorter. Undo is one click away.
- How do I connect my Google or Outlook calendar?Open Settings › Calendars, click Connect calendar account, pick Google Calendar or Outlook Calendar, and allow access. You can connect up to 6 accounts.
- What's in the "To schedule" list?Your accepted quotes that don't have a date yet. Drag a card onto the calendar, or click it to pick the time.
- How do I see my team's calendars?On the Schedule, tick teammates under Team in the Calendars column. In the Day view, each person gets a column.
- How do I plan an event with guests or a video call?On the Schedule, click Schedule, pick Event, add a title, a time and guests, turn on Video meeting if you want, then click Schedule.
- How do I turn on online booking?Open Booking, check your name and time zone, then click Turn on booking. Pick a ready-made appointment to get your first link.
- How do I create a booking link?In Booking, click New type, name it, pick its length and place, then click Create. Click Copy the link on its card to send it.
- How do I set my booking hours and days off?In Booking, open Hours, switch each day on or off and set its hours. Under Dates that differ, click Add a date for a day off. Then click Save.
- How do group bookings and taking turns work?A group lets several customers book one time. A team link gives each booking to one free person in turn, or books the whole team together.
- How do I put booking on my website?In Booking, click Share on an appointment, open On my website, then Copy the code. Site made with Alori? Paste the request in the chat.
- How do I approve booking requests myself?In the appointment type, open More options › Confirmation and pick I confirm each request. Requests then wait under To confirm in Appointments.
- How do booking reminders work?Each confirmed booking gets an email to everyone 1 hour before. You can add reminders to the customer: 2 days, 1 day, 4 hours or 1 hour before.
- How do I send customers to the right appointment?Make a booking form: a few questions, then rules that open the right appointment, or show a message, depending on the answers.
- How do I send a one-time booking link?In Booking, click Share on an appointment, open One person, click Create a link, then copy it. It works for one booking, then it closes.
- How do I book an appointment for a customer?In Booking › Appointments, click Appointment, pick the customer, the appointment and a free time, then click Book. The customer gets the confirmation email.
- How do I see booking stats?In Booking, click ⋯ › Statistics. Pick 7, 30 or 90 days to see link views, bookings, cancellations, no-shows and where customers found you.
- How do I start a video meeting?On the Schedule, click Meetings, then New meeting. Add guests, pick a time, keep Alori video, click Create. Guests join without an account.
- How do I record a meeting and get the transcript and summary?Keep Record on when you make an Alori video meeting. When it ends, Alori writes the transcript and a summary, and you can watch the video on the meeting's page.
- How do I let guests in from the waiting room?When a guest knocks, you see "… wants to join" over the video. Click Admit to let them in, or Deny. With several, click Admit all.
- How do I ask questions about a past meeting?Open the meeting and type in Ask about this meeting. Alori answers from what was said, for example the next steps or a follow-up email.
- How do I import a meeting recording or transcript?In Meetings, click Import, choose a recording or a transcript (or paste the text), check the details, then click Import. Alori writes the notes.